Recent Posts

Financial Planning for Corporate Executives: A Canadian Guide

Surcon Mahoney Wealth Management

Financial planning for corporate executives in Canada: how to diversify concentrated company stock, manage RSUs and options, and avoid an avoidable tax hit...

Read more

Checklist of financial considerations when starting or growing your family

BMO Private Wealth

Becoming a parent is one of life’s most exciting milestones....

Read more

Are you emotionally ready for retirement?

BMO Private Wealth

Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...

Read more

Why protecting your wealth means protecting your inner circle

BMO Private Wealth

Technology, and the evolution of AI, has made it easier for bad actors to identify and exploit their friends, family, coaches, agents, and others around them....

Read more

Financial Planning for High-Net-Worth Business Owners in Canada

Surcon Mahoney Wealth Management

Six things that decide how much wealth you keep in Canada: the capital gains exemption, family trusts, estate tax at death, succession, and timing....

Read more

Named an executor? Here’s what to consider before you say “yes”

When someone you love names you as the executor of their estate, it can feel like an act of trust....

Read more

The one big risk women are taking with their finances

Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....

Read more

Starting strong: A financial checklist for new grads

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

Read more

Should Dentists Incorporate? How to Know If the Timing Is Right

Most Canadian dentists earning over $200K can benefit from incorporation. Learn when the timing makes sense and when it may be too early...

Read more

Financial Planning for Dentists in Canada: A 2026 Guide

A practical 2026 financial planning guide for Canadian dentists covering debt, incorporation, retirement planning, IPPs, and selling a practice...

Read more

ETFs vs Index Funds vs Mutual Funds in Canada: What’s the Difference?

ETFs vs index funds vs mutual funds in Canada: how fees, taxes, and structure differ, and which one makes sense for your portfolio. A plain-English guide...

Read more

Passive Index Investing in Canada: Everything You Need to Know

Passive index investing is simple for a reason: low costs, broad diversification, and fewer bad decisions have historically beaten most attempts to outsmart the market....

Read more

The risk of being hands-off with your wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

Read more

How to navigate financial decisions when you’re grieving

The loss of a loved one can feel particularly cruel. While grief clouds the mind, making even simple decisions feel heavier than usual, it often marks the start of complex financial responsibilities that demand mental clarity....

Read more